AIM

Acropolis Investment Management Portfolio holdings

AUM $1.97B
1-Year Est. Return 10.43%
This Quarter Est. Return
1 Year Est. Return
+10.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.69B
AUM Growth
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$5.2M
3
+$4.25M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.14M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.28M

Top Sells

1
+$1.23M
2
+$726K
3
+$625K
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$588K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$565K

Sector Composition

1 Technology 2.82%
2 Financials 1.51%
3 Industrials 1.35%
4 Consumer Discretionary 1.19%
5 Healthcare 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$272K 0.02%
986
-1
202
$272K 0.02%
3,554
+2
203
$270K 0.02%
8,783
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204
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423
205
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1,018
+1
206
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297
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207
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2,141
-70
208
$261K 0.02%
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209
$257K 0.02%
2,722
210
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4,435
-230
211
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3,726
+1
212
$254K 0.02%
1,950
213
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+5,860
214
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215
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216
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217
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218
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219
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220
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221
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700
222
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4,205
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223
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4,905
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224
$227K 0.01%
11,301
-2,756
225
$214K 0.01%
1,771
-300
7 8
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10 11